Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,854 | $57,330-79.3% | $86,656-86.3% | $75,177-84.2% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 7.46% | 2675.40%-2667.9pp | 593.09%-585.6pp | 160.75%-153.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,382 | $3,320-58.4% | $4,439-68.9% | $4,126-66.5% |
| Admin fee / account holder | $293 | $4,115-92.9% | $5,619-94.8% | $5,651-94.8% |